Skip to Main Content
Procare Solutions Internal Ideas Portal
Categories CRM
Created by Jack Pearson
Created on Dec 8, 2020

Ability to view the most important stats and metrics related to prospect to parent process (CRM) within a Lead CRM dashboard

I can effectively manage my leads and team's performance with prospect to parent through visibility to conversion rates (possibly by age group), upcoming tours and tasks for the school or filterable by team member, Average Status in Days, Average Status Transition Time, Lead Child Birthday, Lead Sources, Loss & Conversion, Oldest Statuses, Status By Month, Tours Completed by Month

US Number MKT059
Criticality XL
MPM Element Prospect Manager
Department Marketing
Persona FO, LTM
Priority (Numeric) 26
  • Attach files